We’ve received another 10 client referrals within the last quarter, meaning another £500 has been raised!
We’d like to thank every one of our clients who’ve introduced a friend, family member or colleague to us and have helped us make these donations to our chosen charity, Love4Life (formally known as TwentyTwenty).
The aim is to empower local young people, aged 11 to 19, to build their confidence and make positive choices in their relationships, health and education.
So, what’s next?
As we mentioned in our previous update, our target for the year is to raise £2,000, and this quarter’s donations put us on track to reach our goal!
Read on further to see how you can help…
An update from us
We wanted to update you on a few things here at Rowley Turton and tell you about some of the people we’ve helped recently.
Recommendations to other people allow us to share our expertise and provide peace of mind when it comes to helping our new clients achieve their goals.
An insight into how we’ve been able to help some of our clients recently:
Mrs A referred us to Mr B, who needed a new financial adviser as his old adviser had recently retired. We provided Mr B with a thorough review of his financial situation and created a customised financial plan that suited his specific needs and helped him achieve his financial goals.
Mr C referred us to Mr D, who had been made redundant and decided to retire instead of returning to the workforce. We worked closely with Mr D to create a retirement plan that provided him with the necessary financial security and peace of mind to enjoy his retirement.
Mrs E was recommended to contact us by a friend at the golf club following the loss of her husband. We have started to help Mrs E deal with her late husband’s affairs while providing reassurance that Mrs P and her daughter have been well provided for.
Finally, Mr F referred us to his work colleague, Mr G, who was still working in his early 70s but looking to draw some of his pensions. We provided Mr G with a review of his pension options and guided him on how to maximise his pension benefits while continuing to work.
Our latest reviews: So you feel confident introducing people to us
It’s fantastic to see so many clients have been leaving reviews on both VouchedFor and Google. We know how important it is to have proof to back up your recommendations, so here are our latest reviews.
- We currently have a rating of 4.9 out of 5 stars on VouchedFor from 367 reviews.
- We’re a VouchedFor Top Rated Firm for 2022 and 2023.
- We have 49 Google reviews, with an average score of 5/5.
We’d like to take a moment to thank everyone who has left us a review in the past year. Watch this space, we’ll keep you updated with our progress towards becoming a VouchedFor Top Rated firm for the second year in a row!
How you can help
You may know other people, including friends, family, and work colleagues, who we can help. So, here’s a little more information about who we predominantly work with.
We are based in Leicester, but we advise clients from all over the UK with investment portfolios ranging from £100,000 to £5,000,000.
We treat every client as a unique individual requiring a bespoke solution and therefore never use a ‘’one-size-fits-all” approach.
With this in mind, we typically work with people who are:
Planning for retirement: Those planning for retirement will undoubtedly have many questions. We’ll provide them with answers and help them plan for the retirement life they want.
Enjoying retirement: Retirement should be a chance to reap the rewards of a lifetime of hard work. But for many, it’s marred by money worries. We help take their worries away and put them back in control of their financial future.
Recently bereaved: Making sense of finances when grieving often feels like a near-impossible task. Our sympathetic and experienced advisers are here to guide clients through this difficult time and help ease the strain.
Business owners: We help business owners achieve financial independence by helping them build up resources outside their business. These non-business resources give them the freedom to retire when they wish. This way, they are free to retain the business, pass it on to their children, or sell it.
We’re always happy to chat with people who you think we can help. So, if you have friends, family, or colleagues who would benefit from a conversation with us, please put them in touch with us.
We look forward to giving them the same peace of mind that, hopefully, you have after working with us.